Course curriculum

  • Introduction to The Six-Figure Stock Portfolio

    • Welcome!

    • ​Why You Need to Invest in the Stock Market

    • What is the Stock Market

    • How to Make Money Investing

  • MONTHLY LIVE Q&A

    • The Monthly Live Q&A

  • COURSE COMMUNITY

    • Private Community Group: The Six-Figure Study Hall

  • EXCLUSIVE BONUSES & SPREADSHEETS

    • 2024 Top 100 US and Canadian Stocks & ETFs

    • Passive Income Planner Spreadsheet

    • Example Trading Plan Spreadsheet

    • Practice Mockfolio Spreadsheet

  • MODULE 1: Introduction to The Stock market

    • ​Reading & Understanding Stock Charts

    • Market Indices & Stock Prices

    • Bear & Bull Markets

    • ​Different Types Of Asset Classes

    • ​Stocks, Bonds, & ETFs

    • ​Reducing Fees & Taxes

    • ​How to Open a Brokerage Account

  • MODULE 2: All About ETFs

    • Introduction to ETFs

    • Your ETF Asset Allocation

    • ETFs to Consider for Your Portfolio

    • Strategic Diversification

  • MODULE 3: All About Common Stocks

    • The 5-Minute Stock Evaluation Strategy

    • IPOs & Stock Splits

    • Learning to Read a Balance Sheet

    • Essential Ratios for Stock Evaluation

    • Stocks to Add to Your Watchlist

  • MODULE 4: Investing in Cryptocurrency

    • Introduction to Cryptocurrency

    • Crypto ETFs vs Crypto Coins

    • Bitcoin, Ether, and Alt-coins

    • Building Your Crypto Portfolio

    • Storing and Protecting Your Crypto

  • MODULE 5: Investing To Make Money

    • The Power of Passive Income

    • All About Dividends

    • All About Capital Gains

    • Creating Your Investment Income Stream

    • Passive Income Planner Spreadsheet

  • MODULE 6: The $100,000 Portfolio Guide

    • The Six-Figure Portfolio Guide

    • Finding Your Ideal Asset Allocation

    • $0 to $10,000

    • $10,000 to $25,000

    • $25,000 to $50,000

    • $50,000 to $100,000

  • MODULE 7: Creating a Trading Plan

    • Developing a Trading Plan

    • How to Buy a Stock

    • How to Sell a Stock

    • 4 Tips to Save Money on Every Trade

  • MODULE 8: The Masterclasses

    • What are the Masterclasses?

    • Masterclass #1: Building & Balancing Your Portfolio

    • Masterclass #2: Making a Trading Plan

    • Masterclass #3: All About Dividends

    • Masterclass #4: Introduction to Technical Analysis

  • PORTFOLIO ASSESSMENT

    • What is The Six-Figure Stock Portfolio Assessment?

    • Assess My Portfolio

  • Up Next

    • Investing beyond $100,000

    • Recommended Resources

    • ​Congratulations, Graduate!

Bridget Casey

BSc., MBA (Finance)
Bridget Casey is an award-winning Canadian entrepreneur that has been publishing financial content online for more than 10 years. She has over 100,000 followers across TikTok, Instagram, Twitter, and YouTube. Bridget is the co-host of the top-10 money podcast Money Feels and a financial columnist for the Globe & Mail. She is also an instructor for Lighthouse Labs. Bridget holds a BSc. from the University of Alberta, and an MBA in Finance from the University of Calgary. She has been featured as a millennial financial expert by TIME Money, Forbes, Yahoo! Finance, Business Insider, Macleans, CBC and BNN. Bridget was recognized as one of Alberta’s Top Young Innovators in 2016.

Reviews

5 star rating

Natasha Tekeste

Bridget and this program are awesome! Would highly recommend!

Bridget and this program are awesome! Would highly recommend!

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5 star rating

Fantastic course for beginners!

Eden McPeak

Thank you so much for making this course! I was completely new to investing, and had read basically every article on your blog. This course gave me the confi...

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Thank you so much for making this course! I was completely new to investing, and had read basically every article on your blog. This course gave me the confidence to start investing and planning my future investments. I feel empowered about my financial future.

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5 star rating

Empowering Information

Valerie Stretch

This is the course I have been looking for for many years. Many years..... I am only about 30% through the course, and I already feel like I have enough inf...

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This is the course I have been looking for for many years. Many years..... I am only about 30% through the course, and I already feel like I have enough information and direction to get started in the stock market. The information was presented clearly, and any jargon Bridget used was quickly explained. I really appreciate the plans, the examples, the lists, and the task orientated homework suggestions. It's perfect for someone like me who isn't doing this (and can't do it) for more than a couple hours per week. So far so good! Thanks Bridget! Valerie

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5 star rating

It's worth investing in your future self with this course

Alyssa Davies

This course is perfect for all learning styles. With the written content, webinars, and Facebook group I feel like I am actually absorbing the information th...

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This course is perfect for all learning styles. With the written content, webinars, and Facebook group I feel like I am actually absorbing the information that once seemed impossible. I've been able to plan for my financial goals effortlessly with the worksheets, spreadsheets, and invaluable advice that Bridget shares in the course. Building a personalized portfolio and actually having complete control over which stocks are best for me is by far my favorite outcome so far. I used to be scared to put myself in charge of my money but now I feel empowered to do it all. Not only is The Six-Figure Stock Portfolio worth more than its cost, it is also the most useful and practical investing course I've taken or been able to find. Plus, you'll never regret investing in your future self.

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5 star rating

Great content

Mallika Sen

Your favorite part of the course - The masterclasses! The most important thing you learned so far - There are a number of things, but the concept of mixi...

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Your favorite part of the course - The masterclasses! The most important thing you learned so far - There are a number of things, but the concept of mixing index funds with common stocks was a very important concept. It sounds obvious now that I think about it, but I started educating myself about personal finance about 6 months ago and, like a lot of new investors, I focussed completely on individual stocks and how to analyze them. I then swung to the index fund extreme. This course helped me merge the different ideas in a concrete fashion. How the lessons have inspired you to take charge of your investment portfolio - As someone who really likes studying this material and is prone to a great deal of analysis paralysis, I think this course helped pull me out of the research rabbit-hole just enough to develop more concrete plans. Some of the articles on the Money After Graduation blog are also very well thought out. Articles such as 'You Only Have To Do One Thing Right With Your Money At A Time' address very real problems and are not addressed very often on other personal finance blogs and forums. I do look forward to the community on Facebook growing more. What you're most looking forward to now that you're an investor - I just executed on a part of my first trade plan today. I'm really, really looking forward to focussing on researching common stocks now!

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5 star rating

Easy to understand and digest. Great for beginner and int...

Josh Overmyer

The content is well organized, and Bridget gives easy-to-understand examples for all of the lessons in the course. The structure of the course allows each st...

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The content is well organized, and Bridget gives easy-to-understand examples for all of the lessons in the course. The structure of the course allows each student to set their own pace, be that extended over several weeks or consumed all in one sitting. Even better, you get lifetime access to the content, including any future updates, so this isn't like some book gathering dust sitting on your shelf. Personally, I gained the most from the lessons on letting go of losing investments. Not every stock or fund we buy will be successful, and it's important not to hang on to your losers. They might eventually recover or they may languish for years, so you would be better off reinvesting that capital into more fruitful options. I also learned how to set a targeted investment allocation and how to adjust it as my accounts grow in value over time. With this knowledge, I was able to identify weaknesses in my existing allocation and begin to deploy new capital to bring it into alignment with my goals.

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5 star rating

An excellent course for those wanting to DIY their invest...

Amanda Droeske

As someone who has been doing DIY index investing for some time now, I was already familiar with the basics of opening a brokerage account, executing trades...

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As someone who has been doing DIY index investing for some time now, I was already familiar with the basics of opening a brokerage account, executing trades, and rebalancing a portfolio of broad-market index ETFs. What I really appreciated from this course, for my own purposes, was that I was able to learn more about how to further optimize what I was already doing. While ETFs make up the bulk of my investment portfolio, I have since added some individual dividend-paying stocks, using the knowledge I gained from this course. Bridget is great at breaking down the most important factors to look at when deciding upon a stock purchase, and she uses very straightforward language, as well as very realistic numbers. I greatly enjoyed the format of this course, with the mix of resources available, including the base material itself, the masterclass sessions that Bridget has hosted, the links to useful outside resources, and the investing spreadsheets that come with purchase. I also appreciate the lifetime access to the material, so that I can go back and review key concepts. Also, for those who are scared of the stock market, Bridget helps put into perspective the relative risks and benefits of investing in the stock market, and makes it a less scary place. Honestly, NOT investing, and therefore not having a retirement nest egg, is scarier. I definitely recommend this course for those who want to make the leap into DIY investing, but need a bit of a push to do so. It has been well worth every penny so far.

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5 star rating

Amazing Course!!

Benson Lai

This is an excellent course. Bridget knows her stuff and you will benefiting from her knowledge to develop a solid portfolio. I always wanted to delve into i...

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This is an excellent course. Bridget knows her stuff and you will benefiting from her knowledge to develop a solid portfolio. I always wanted to delve into investing in the stock market but found the material "dry" and "difficult" to understand. Her explanations and experience make it very straightforward. I highly recommend this course to anyone wanting to build wealth in the stock market. I have been an avid reader at her blog for months. Thanks Bridget for helping us young millennials with money! :)

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5 star rating

No Better Time Than NOW!!!

Jessie Bampfield

The 6 Figure Stock Portfolio has given me the confidence to take charge of my finances. I love feeling independant with my investments knowing that: YES, I a...

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The 6 Figure Stock Portfolio has given me the confidence to take charge of my finances. I love feeling independant with my investments knowing that: YES, I am choosing what is right for my portfolio vs what my bank is telling me is right for my portfolio. My favourite lesson is learning how to provide a passive income; it is so exciting knowing that I will be able to earn money from my investments. This course has provided me the ultimate financial freedom. Thank you Bridget!

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5 star rating

Absolutely amazing!

Aundre Blake

I went from knowing absolutely nothing about the stock market to having sound knowledge on how to build long term wealth. Bridget not only breaks it down in ...

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I went from knowing absolutely nothing about the stock market to having sound knowledge on how to build long term wealth. Bridget not only breaks it down in an easy to understand manner but in a way that gets you excited to get started. I would recommend this course to anyone that has thought about getting into trading but too scared to take that leap.

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5 star rating

You need this

Bilal Karim

I’m so glad I came across this course. Easy to follow along and I love the videos. Bridget provides the best tips & strategies for someone like myself wh...

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I’m so glad I came across this course. Easy to follow along and I love the videos. Bridget provides the best tips & strategies for someone like myself who recently started investing in the stock market. There's nothing quiet like this course. I highly recommend it! I know I'll be coming back to this material in future if I ever have any questions.

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5 star rating

You should do this course..

Kevin Thomson

I was hesitant to buy this course due to spending $500 (CAD), but it is the best $500 I have ever spent. What pushed me over the edge was how many useless Un...

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I was hesitant to buy this course due to spending $500 (CAD), but it is the best $500 I have ever spent. What pushed me over the edge was how many useless University courses I spent $500 on, this one is full of exactly what you need to know to manage your own portfolio, and quite easily do as well as the people managing your fund and charging you 2.3% (ish) for it. The masterclass videos have been my favourite part - kick your feet up and listen to Bridget explain the basics you need to know. The most important thing I have learned is how easy this can be - I was very intimidated by not knowing anything about the market, and within a few weeks I am literate enough to have discussions with my friends with business degrees (and apparently know more than some of them). I was going to split my RRSP to half self managed and half in robo-advisor, but I feel comfortable enough now to manage it fully on my own. I am looking forward to as my fund grows, how much of that 2.3% of my own money I am going to be saving!! Thanks so much Bridget, you've created an excellent course and I'm happy to say it was money well spent.

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5 star rating

Awesome course.

Jessica Bihari

I would consider myself a novice investor that had been researching how to invest on and off for 2+ years but too scared to actually take the next step and A...

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I would consider myself a novice investor that had been researching how to invest on and off for 2+ years but too scared to actually take the next step and ACTUALLY invest. This course was very reasonably priced and gave me the push I needed to open a DIY investment account. Bridget gave the proper education and tips to make me feel confident! Over the course of 3 months my portfolio has grown by $1,000 and I've gained $80 in dividends. I highly recommend this course!

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5 star rating

Excellent!

DACE LAWRENCE

An excellent program for the 'novice' investor or those looking to get into some solid wealth building....would have liked this program more had it been arou...

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An excellent program for the 'novice' investor or those looking to get into some solid wealth building....would have liked this program more had it been around 30 years ago!!! ;)

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5 star rating

Worth its weight in gold

Carol Underwood

I bought this course over a year ago and entered the market around the same time. It has taught me everything I needed to know, and I still reference the mat...

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I bought this course over a year ago and entered the market around the same time. It has taught me everything I needed to know, and I still reference the material often. Because of this course, I am confident in the stock market, have created a passive income that pays me every month, I’ve made money in the market, and will NEVER pay anyone to manage my money again. The course has literally paid for itself and I’m still making money. Cannot recommend it enough!!!

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5 star rating

Still relevant today!

Aïssata Coulibaly

I purchased this course last year when I was learning about building a stock portfolio, it was very informative. Today, a year later I decided to revisit it ...

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I purchased this course last year when I was learning about building a stock portfolio, it was very informative. Today, a year later I decided to revisit it and to my surprise wow wow wow! I will make it goal to read every January: it's so relevant🙏🏿🙏🏿🙏🏿

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5 star rating

Worth it!

Anna Klekta

Amazing course, learned so much, highly recommend for those new to the investing world.

Amazing course, learned so much, highly recommend for those new to the investing world.

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5 star rating

Fantastic

Deidre Cross

The Six-Figure Stock Portfolio is the the kind of information I wish they taught you in high school. I've often tried seeking out information on investing, s...

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The Six-Figure Stock Portfolio is the the kind of information I wish they taught you in high school. I've often tried seeking out information on investing, stocks, dividends, US and CND terminology like 401k or RRSP and get many different takes or personal opinions online or from friends. The Six-Figure Stock Portfolio has packaged everything in a simple straight forward way for me to understand. I have so much more confidence with my portfolio now and I can actually explain what I'm doing and why I'm doing it. This e-course has already paid for itself and will continue to over and over just based off the changes I've made to my portfolio.

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5 star rating

Love This Course

Jason Leo Carvalho

This course so far is simple but complex, a variety of text, to do lists, and videos which I like! I can implement this right away and will be asking my wif...

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This course so far is simple but complex, a variety of text, to do lists, and videos which I like! I can implement this right away and will be asking my wife to join me this weekend to also review the course! Amazing job and thank you! Looking forward to more courses!!!

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5 star rating

Six-Figure Investment!

Kristin Bonot

I've tried learning about stocks and investing on my own and it was overwhelming and confusing. Bridget is so great at organizing and presenting the informat...

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I've tried learning about stocks and investing on my own and it was overwhelming and confusing. Bridget is so great at organizing and presenting the information in an understandable and practical way. I appreciate all the resources, tools, and multimedia ways of learning. Highly recommend to anyone who wants to do more with their money!

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